Create a PivotTable based on a list to quickly get summary totals that you can easily manipulate, expand, and collapse.
- [Instructor] If you want to allow different people to be allowed to use this file, and at the same time, and make changes to it, the file needs to be what we call, shared. That also sets up another feature called tracking. You might want to keep track of those changes. Now in older versions of Excel, go to review tab, and you would find a feature called sharing. You might note here, off to the right, in the protect group, we do have unshare workbook, but sharing isn't here. So what do we do? In the quick access toolbar, which is typically located above the ribbon, the button on the right, customize quick access toolbar, click that, toward the bottom, more commands.
This activates the Excel options dialogue box. We want to choose commands, not from popular commands, but from the drop arrow, either commands not on the ribbon, a shorter list or all commands. Commands not on the ribbon, scroll down into the letter S, share workbook, notice the term legacy, click it. Add. Okay. It's now in our quick access toolbar. See at the top of the screen there. It might be there a long time, maybe you'll only use the feature for a while, you can later get rid of it if you wanted to.
Share workbook, legacy feature. Share your workbook so that others can work in it at the same time. And by the way, workbooks containing tables can not be shared. So we're ready to turn this feature on by way of that button. Click it, brings up this dialogue box. Notice here we have an option, use the old shared workbook feature instead of the new coauthoring experience. That coauthoring experience, by the way, is not available in Excel 2019, but is available in the Office 365 version of Excel.
So we'll check this box here, notice that it tells me that I have this open right now. This recording is taking place on August 1st. We can go to the advance tab here, consider how we will eventually be tracking changes here. We might not want to keep the history at all. I think most of us would. Maybe for 30 days, maybe longer, shorter. Update changes every time we save, possibly. Or maybe every so many minutes, we have some choices here. We can save just my changes, or others changes. So think out some of the issues here, you want to experiment with this a little bit.
Even ultimately we will be able to deal with conflicting changes between users. Click okay, watch the top of the screen. As we we click okay, this actually will now save the workbook. Do you want to continue, okay. And we see a little note off to the left about collaboration, you might want to click that and explore that a little bit. For now I choose not now. Workbook before sharing, shared. We see that at the top of the screen. We're in this state now. Now we can make some changes, work with the feature for a while.
This sets up the ability to track changes, and you'll see more about that in the next movie.
- Explain the benefits of using Excel to create and manage spreadsheets.
- Recall the appropriate action for activating shortcut menus.
- Explore data entry, editing, and autofill.
- Name three actions that can be undone in an Excel worksheet.
- Identify the correct method for saving files in Excel.
- Apply unique font styles and effects to enhance charts.
- Recognize helpful keyboard shortcuts.